Cassaday & Co Wealth Management LLC

Position in TSLA — Tesla, Inc.

CIK 1963612 MCLEAN, VA

Position in TSLA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,694,363

+$317,766 QoQ

Shares Held

6,406

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,580

of 4,245 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $3,510,221 across 12 Auto Manufacturers names. TSLA ranks #1 (76.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	6,406	$2,694,363
2	GM	General Motors Co	7,667	$590,972
3	RACE	Ferrari N.V.	276	$102,752
4	F	Ford Motor Co	5,603	$77,881
5	TM	Toyota Motor Corp/	192	$32,336
6	STLA	Stellantis N.V.	1,025	$5,883
7	LCID	Lucid Group, Inc.	371	$2,481
8	XPEV	Xpeng Inc.	100	$1,324

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,694,363	6,406	+0.2%	Shares	Sole	2026-08-10
2026-03-31	$2,376,597	6,393	+0.7%	Shares	Sole	2026-05-07
2025-12-31	$2,854,822	6,348	-44.9%	Shares	Sole	2026-02-03
2025-09-30	$5,124,953	11,524	-6.3%	Shares	Sole	2025-11-07
2025-06-30	$3,904,994	12,293	+3.9%	Shares	Sole	2025-08-05
2025-03-31	$3,066,381	11,832	-8.1%	Shares	Sole	2025-05-05
2024-12-31	$5,199,843	12,876	-6.4%	Shares	Sole	2025-02-03
2024-09-30	$3,597,935	13,752	+0.6%	Shares	Sole	2024-11-07
2024-06-30	$2,705,613	13,673	-0.8%	Shares	Sole	2024-07-30
2024-03-31	$2,422,561	13,781	+1.8%	Shares	Sole	2024-05-08
2023-12-31	$3,364,916	13,542	-5.0%	Shares	Sole	2024-02-14
2023-09-30	$3,566,385	14,253	+7.3%	Shares	Sole	2023-11-06
2023-06-30	$3,478,661	13,289	+1.2%	Shares	Sole	2023-08-07
2023-03-31	$2,723,742	13,129	+0.6%	Shares	Sole	2023-05-03
2022-12-31	$1,607,252	13,048	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.